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Ian Bernard Mcleod

Sustainable Advisors Alliance LLC

San Francisco, CA

Tulsa, OK

CRD 4608041

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Employer firm

Sustainable Advisors Alliance LLC CRD 312061

$235M regulatory AUM 28 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Sustainable Advisors Alliance Llc

12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-10
TX RA APPROVED 2026-06-07
  • CA RA
    APPROVED
    Since 2026-06-10
  • TX RA
    APPROVED
    Since 2026-06-07

Branch Locations

San Francisco, CA • United States

12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Communitas Financial Planning Inc. San Francisco CA 01/2012 09/2018
Impact Investors, Inc. San Diego CA 06/2018 05/2026
Sustainable Advisors Alliance Llc Tulsa OK 05/2026 Present
  • 01/2012 → 09/2018
    Communitas Financial Planning Inc.
    San Francisco, CA
  • 06/2018 → 05/2026
    Impact Investors, Inc.
    San Diego, CA
  • 05/2026 → Present
    Sustainable Advisors Alliance Llc
    Tulsa, OK
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-14
  • S66 Uniform Combined State Law Examination
    2004-07-14
Designations
  • Certified Financial Planner

View on SEC IAPD

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